Trust and Company Bookkeeping – Level 2

Course Summary

This course provides an update on current industry issues and would be of particular benefit to those working in client accounting or studying for STEP and ICSA Diplomas.

This course is a useful follow on from Level 1 and gives those working in client accounting a general refresher regarding the preparation of trust and company accounting. It looks at some of the more advanced transactions covered in the trust and company accounting world and how these transactions should be handled.

Topics

Introduction to trust accounts and current issues

Preparing company accounts (UK/US/IFRS GAAP)

Cash flow statements

Accounting for corporate actions

Accounts interpretation and ratio analysis

Theoretical concepts.

Course Benefits

The objective of the intermediate trust accounting course is to provide delegates with further knowledge and practical application of trust accounting issues. The course will involve delegates participating in examples whilst also having an opportunity to ask related questions. The course will also focus on the impact of FRS 102 and understanding the other accounting standards.

On completion of the course, delegates should feel that they have had the opportunity to practice their accounting skills and increase their knowledge in relation to trust accounting.

Tutor Profile

Victoria Le Poidevin is a fellow of the ICAEW with over 15 years’ experience in the finance sector. She trained with a big four firm and spent time in senior roles in both the Fund and Trust sector before joining Offshore in September 2016.

Victoria's previous training experience includes delivering courses for both qualified and unqualified staff at a big four firm, evening classes at a professional training agency and to industry professionals in her role at Offshore.

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